13 Dec 18, 9:07am
Guy Trafford reviews Fonterra's fixed milk price plan, Fed Farmers banking survey, and Simon Upton's critique of Overseer
11 Dec 18, 12:02pm
Fonterra unveils a new financial tool it says will help farmers gain more certainty of what they will be paid for their milk
10 Dec 18, 5:11pm
Keith Woodford explains why Fonterra’s strategic reset depends on board personalities as well as strategy
6 Dec 18, 9:01am
Fonterra cuts farmgate milk price forecast range to $6.00-$6.30 per kgMS from $6.25-$6.50, forced down by rising international milk supply. Dividend indications unchanged
5 Dec 18, 2:23pm
Westpac economists are the latest to trim their milk price forecast for this season - down to $6.10 from $6.25
3 Dec 18, 3:01pm
BNZ economists are the latest to lower their milk price forecast for the current season - to $6, which is below Fonterra's forecast range of $6.25 to $6.50
22 Nov 18, 9:43am
Guy Trafford reviews the challenges the dairy industry faces, noting a2 Milk successes stand out even as production rises and prices fall for most others
21 Nov 18, 11:20am
ASB economists trim farm gate milk price forecast for the second time in a month; now see price of $6, which is below the current Fonterra forecast
21 Nov 18, 8:47am
Allan Barber says the inescapable conclusion is that it is the ownership structure, not board composition, inhibiting Fonterra from reaching its true potential
20 Nov 18, 12:00pm
David Hargreaves says Fonterra needs to find the right balance in tackling its many problems, while juggling the demands of a difficult global dairy backdrop
16 Nov 18, 9:19am
Online dairy sales gets some exposure from China and a glimpse of the value opportunities compared with the volume strategies of the past. MPI stubs its toe over MPB again
8 Nov 18, 12:08pm
An independent report prepared for farmer shareholders shows a $2 billion 'opportunity cost' in foregone earnings during Fonterra's 17 years of existence; 'value-added' business returns 'significantly below' what is needed
8 Nov 18, 9:03am
Fonterra is under attack from all sides, and now from within, as it grapples with issues that date back to 2001. These restraints allow its competitors to pick away at its good bits. China holds a tariff lever over NZ policymakers
7 Nov 18, 5:20pm
New Zealand corporates, excluding banks, have borrowed more than $2.4 bln via bond issues so far in 2018 with more to come
6 Nov 18, 8:20pm
Shareholders make choices somewhat different to the candidates put forward by the Fonterra Board, and a further election will be needed for the final position
6 Nov 18, 10:36am
Fonterra offering an 'indicative margin' of 1.25% to 1.35% on the new seven-year bonds
5 Nov 18, 9:13am
Fonterra says it's considering a bond offer to raise up to $150 million that will be used 'for general corporate purposes'
22 Oct 18, 9:16am
Nikko's Peter Monson takes a look at China's milk powder scandal through an ESG lens to see what it takes to find investment opportuniity in these types of scandals
18 Oct 18, 8:43am
Guy Trafford reviews the latest dairy price signals and updates the mycoplasma bovis situation
17 Oct 18, 2:10pm
ASB economists now see a milk price for this season of $6.25 per kilogram of milk solids, down from a previous forecast of $6.50; see farmer net earnings as about $240 million lower


10 Oct 18, 10:11am
3 Oct 18, 4:40pm
27 Sep 18, 9:44am
13 Sep 18, 5:02pm
17 Aug 18, 12:01pm
10 Aug 18, 3:25pm
9 Aug 18, 1:33pm